Osu Foundation Retirement Plan
Sponsored by Oregon State University Foundation · EIN 936022772 · Plan #001
- Total assets
- $49.4M
- Net assets
- $49.4M
- Active participants
- 157
- With balances
- 234
Plan year beginning 04/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $845 |
| Charles Schwab Trust Bank | Custodial (securities), Shareholder servicing fees | $0 |